Financial Planning & Analysis Analyst

Job Summary

A motivated Financial Planning & Analysis (FP&A) Analyst is sought to build transparency around expense reporting and forecasting. Responsibilities include working with IT finance contacts, establishing ROI for projects, and communicating with various stakeholders.

Responsibilities

• Partner with IT finance contacts to ensure transparency in BAU vs Project spend, committed vs discretionary costs, and vendor-specific costs.
• Establish regular communication, reports, and Key Performance Indicators (KPIs).
• Dashboard cost tracking against plan at appropriate levels for executives, functional owners, and finance partners.
• Manage cash and expense budgets, analyze data trends, and provide analysis to internal IT and Finance members.
• Collaborate with cost center owners, vendors, functional owners, CFO/Finance/FP&A, and executive leadership for monthly or ad-hoc reports.
• Coordinate with vendors, functional owners, and finance to track, report, and analyze costs for optimal execution and outcome.
• Work with invoice owners and finance to firm up booking/tracking processes across cost centers, accounts, and project codes.
• Ensure proper documentation of costs and accounting treatment for capitalized costs.
• Review existing inventory of fixed assets to ensure proper depreciation schedules.
• Demonstrate The Ascot Way by collaborating across teams, embracing inclusivity, and demonstrating accountability while contributing to an engaged, high-performing culture.

Requirements

• Bachelor’s degree in finance or a related field required.
• Minimum 4 years of specific years of experience in the insurance field or in a similar role required.
• Positive, self-motivated, and strong interpersonal and communication skills.
• Highly customer-centric both internally and externally.
• Strong problem-solving and decision-making abilities.
• Advanced Excel (Pivot tables, data management principles, vlookups, etc.), PowerPoint, and PowerBI skills required.
• Prior TM1 experience a plus.

Qualifications

• Must be able to work in the Atlanta or NJ office with a hybrid work schedule.

Skills

• Strong written and verbal communication skills.
• Ability to work independently and as part of a team.
• Experience with financial planning and analysis tools.

Benefits

• Health and Welfare Benefits: Medical, Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Life Insurance, AD&D, Work/Life Resources (including Employee Assistance Program).
• Leave Benefits: Paid holidays, annual Paid Time Off (includes paid state/local paid leave where required), Short-term Disability, Long-term Disability, Other leaves (e.g., Bereavement, FMLA, Adoption, Maternity, Military, Primary & Non-Primary Caregiver).
• Retirement Benefits: Contributory Savings Plan (401k).